Glen Eagle Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Glen Eagle Advisors reports 3,401 clients. They include 3,026 individual clients, 335 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 100.0% ($1.03B across 3,401 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $25.5M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 31% |
| High-net-worth individuals | 10% | 66% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,026 | $320M | 31.2% | $106K |
| High-net-worth individuals | 335 | $675M | 65.8% | $2.02M |
| Pension and profit-sharing plans | 20 | $18.9M | 1.8% | $947K |
| Charitable organizations | 9 | $3.43M | 0.3% | $381K |
| Corporations and other businesses | 11 | $8.83M | 0.9% | $803K |
| Total | 3,401 | $1.03B | 100% | $302K |
- Clients
- 3,026
- Regulatory AUM
- $320M
- AUM share
- 31.2%
- Avg. per client
- $106K
- Clients
- 335
- Regulatory AUM
- $675M
- AUM share
- 65.8%
- Avg. per client
- $2.02M
- Clients
- 20
- Regulatory AUM
- $18.9M
- AUM share
- 1.8%
- Avg. per client
- $947K
- Clients
- 9
- Regulatory AUM
- $3.43M
- AUM share
- 0.3%
- Avg. per client
- $381K
- Clients
- 11
- Regulatory AUM
- $8.83M
- AUM share
- 0.9%
- Avg. per client
- $803K
Total
- Clients
- 3,401
- Regulatory AUM
- $1.03B
- AUM share
- 100%
- Avg. per client
- $302K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Glen Eagle Advisors charges up to 2.00% a year for its Non-Wrap Fee Program. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) Employer Plan
- Plan services cost not to exceed 1% a year of all plan assets under management, billed quarterly in arrears or in advance.
- Financial Planning and Consulting
- Financial planning and consulting are billed at an hourly rate of up to $250, with the planning fee negotiated.
Glen Eagle Investments, Inc. owns 75% or more of Glen Eagle Advisors. Susan Michel is CEO; the leadership team includes Chief Financial Officer Carol Ann Fernandez and Chief Compliance Officer James Oboyle. It has 21 employees, 17 of them in advisory roles.
Leadership
- Susan MichelChief Executive Officer
- Carol Ann FernandezChief Financial and Operations Principal
- James OboyleChief Compliance Officer
- Robert MichelCIO
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Nicole Marie Baptista
- Zachary Ryan Feinberg
- Margaret Jane Gore
- Jay S Lipschutz
- Kathy Anne Lobue
- Robert Freeman Michel
- Susan Ann Michel
- Ann Schnorr Monaghan
- Charles Edward Naddaff
- Charles Edward Naddaff II
- James Patrick Oboyle IV
- Stevan Karl Radanovic
- John Thomas Ryan III
Staff
- 21 employees
- 17 in advisory functions
- 16 state-registered reps
- 17 broker-dealer reps
- 9 insurance agents
- Owns 75% or more of Glen Eagle Advisors, LLC
Glen Eagle Investments, Inc.
Control person · since May 1988
Carol Ann Fernandez
Common shareholder · Control person · since January 2023
Robert Michel
Common shareholder · Control person · since January 2023
- Owns 75% or more of Glen Eagle Advisors, LLC
Susan Michel
Control person · since May 1988
Glen Eagle Advisors’ regulatory assets grew 1.6× from $641M (May 2021) to $1.03B (April 2026); clients rose from 2,607 to 3,401 and employees from 18 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.03B | 3,401 | 21 | 4 |
| March 2025 | $881M | 3,251 | 21 | 5 |
| March 2024 | $714M | 3,124 | 21 | 5 |
| June 2023 | $570M | 2,213 | 23 | 5 |
| May 2022 | $617M | 2,208 | 20 | 5 |
| May 2021 | $641M | 2,607 | 18 | 6 |
Besides its headquarters, Glen Eagle Advisors has 3 offices, with 4 listed addresses in New Jersey and Pennsylvania.
New Jersey · 2 listed addresses
- 4422c Route 27, KingstonHQ
- 55 Schanck RD, Freehold
Pennsylvania · 2 listed addresses
- 413 Executive Drive, Langhorne
- 406 Norristown Road, Horsham
Contact and registration details
- Legal name
- Glen Eagle Advisors, LLC
- Headquarters
- 4422c Route 27, Kingston, NJ 08528-0399
- Website
- gleneagleadv.com
- Phone
- 609-631-8231
- @285179
- SEC file
- 801-79298
- Structure
- Delaware LLC
- Fiscal year end
- December
Glen Eagle Advisors uses Interactive Brokers ($8.5M, 65%) and AQR Investments ($4.58M, 35%) as custodians for its separately managed accounts. Glen Eagle Advisors does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $8.5M65%
- AQR InvestmentsAQR Investments, LLC · Greenwich, CT · $4.58M35%
At year end, Glen Eagle Advisors’ separately managed accounts were mostly in stocks (80%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $793M across 1,087 positions; the largest are Wisdomtree TR (6.5%), SPDR S&P 500 ETF TR (5.3%) and Nvidia Corporation (3.7%).
What the accounts hold
- Stocks80%
- Bonds21%
- Investment grade corporate bonds15%
- U.S. government and agency bonds6%
- Cash5%
Reported 13F holdings
- $793M
- Reported 13F value
- 1,087
- Positions
- 37.1%
- In the 10 largest
- +11.1%
- Value vs. prior quarter
- Wisdomtree TR · US Qtly Div Grt6.5%
- SPDR S&P 500 ETF TR · TR Unit5.3%
- Nvidia Corporation3.7%
- Bny Mellon ETF Trust · Core Bond ETF3.7%
- Johnson &johnson3.6%
- Proshares TR · S&P 500 DV Arist3.3%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.2%
- SPDR Ser TR · Portfolio SH Tsr2.7%
- First TR Exchng Traded FD VI · Vest Buffered2.6%
- Microsoft Corp.2.5%
Together, the ten largest are 37.1% of reported value.
How many clients does Glen Eagle Advisors have?
Glen Eagle Advisors has 3,401 clients and manages $1.03 billion for them, as of April 2026. They include 3,026 individual clients, 335 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Glen Eagle Advisors offer?
Glen Eagle Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Glen Eagle Advisors charge?
Glen Eagle Advisors charges up to 2.00% a year for its Non-Wrap Fee Program.
Source: GLEN EAGLE ADV PART II BROCHURE 2024, filed 2 April 2026
Which custodians does Glen Eagle Advisors use?
Glen Eagle Advisors’ separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $8.5M and AQR Investments, LLC (Greenwich, CT), with $4.58M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does Glen Eagle Advisors have?
Glen Eagle Advisors has 16 investment adviser representatives registered with state securities authorities, out of 21 employees, and 17 perform investment advisory functions. 17 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Glen Eagle Advisors invest in?
At the end of its last fiscal year, Glen Eagle Advisors’ separately managed accounts held 80% exchange-traded equities, 15% investment grade corporate bonds, 6% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Glen Eagle Advisors?
Glen Eagle Advisors’ direct owners are Glen Eagle Investments, Inc. (75% or more) and Susan Michel (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Glen Eagle Advisors get paid?
Glen Eagle Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Glen Eagle Advisors registered with the SEC?
Yes, Glen Eagle Advisors has been registered with the SEC as an investment adviser since 10 March 2014. Its CRD number is 282920 and its SEC file number is 801-79298.
Source: Form ADV Part 1A, Item 1, filed 2 April 2026; IAPD firm record
How do I contact Glen Eagle Advisors?
Glen Eagle Advisors’ main office is at 4422c Route 27, Kingston, NJ 08528-0399. Its phone number is 609-631-8231. Its website is gleneagleadv.com.